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Todd Pouliot
- May 4
- 1 min
Should I take my pension as a lump sum?
Should I take my pension as a lump sum? Although increasingly rare, employer pensions can make up a considerable portion of our clients’ exp
80

Todd Pouliot
- Apr 29
- 1 min
What documents do I need to keep on file?
What documents do I need to keep on file? Clients are often confused as to what documents to keep in their files. Records relating to tax
50

Todd Pouliot
- Apr 19
- 1 min
What Issues Should I Consider Regarding My Non-Qualified Stock Options?
Non-Qualified Stock Options (“NQSOs”) are a common form of equity compensation, offering a share in the potential appreciation of a company’
120

Todd Pouliot
- Apr 18
- 1 min
What Issues Should I Consider Regarding My Restricted Stock Units?
Restricted Stock Units (RSUs) are a popular form of equity compensation that, after vesting, result in an employee’s receipt of shares of co
50

Todd Pouliot
- Mar 31
- 1 min
What issues should I consider regarding my Incentive Stock Options?
Incentive Stock Options (ISOs) are a form of equity compensation, offering employees a share in the potential appreciation of a company
60

Todd Pouliot
- Mar 29
- 1 min
When should I claim Social Security?
Social Security should NOT be a conversation in its own silo. There are many factors that need to be considered.
150

Todd Pouliot
- Mar 25
- 2 min
What issues should I consider when starting a new job?
When a client starts a new job, this shift can come with a number of changes that might impact their financial situation, both in positive a
350

Todd Pouliot
- Mar 24
- 1 min
Should I Use A Donor Advised Fund DAF When Giving To Public Charities?
In the charitable giving realm, Donor Advised Funds (“DAFs”) have become increasingly popular and valuable planning vehicles.
90

Todd Pouliot
- Mar 23
- 1 min
As A Retiree, What Issues Should I Consider When Reviewing My Tax Return?
Reviewing a client’s tax return can always be an informative exercise to ensure we understand all sources of income and tax liabilities
60